Correct Role Type based on two numbers

[jmckenna97]

 Input

Expected Output

Hello i need to drop any Beneficial's when they have the role type of a protector or a settlor. However if they only have a role type of a beneficial then keep them.   

Can anyone help

Cheers

[BrandonB]

You can use a filter tool with a custom filter

[Role]!="PROTECTOR" AND [Role]!="SETTLOR"

[BrandonB]

If you need to look at the entire group, you will need to summarize, filter, join back and filter. I will put together a workflow that shows both approaches. 

[BrandonB · Accepted solution]

Workflow attached

 

[jmckenna97]

Also had a play around and came up with this